Thomas Healy Portfolio
Invests via PFW Advisors LLC | Managed by Scott R. MacKenzie
Invests via PFW Advisors LLC
Managed by Scott R. MacKenzie
Automatically Tracked
Thomas Healy Profile
Experienced technology investor and operator focused on growth-stage ventures, corporate development and commercial scaling across SaaS and fintech. Thomas Healy has led investments and operating teams targeting ARR expansion, go-to-market optimization and board-level governance, and is positioned to advise or lead strategic M&A and capital raises.
Experienced technology investor and operator focused on growth-stage ventures, corporate development and commercial scaling across SaaS and fintech. Thomas Healy has led investments and operating teams targeting ARR expansion, go-to-market optimization and board-level governance, and is positioned to advise or lead strategic M&A and capital raises.
Investment Philosophy & Strategy
Focuses on growth-stage SaaS and fintech businesses, favoring ARR-driven models with clear unit economics and scalable go-to-market motions. Prioritizes investments where operational playbooks—sales efficiency, customer success, pricing—can accelerate revenue expansion. Employs active, board-level engagement, staging capital to de-risk milestones and enable strategic M&A or follow-on raises. Risk discipline centers on repeatable revenue, metrics transparency, and capital-efficient scaling over hypergrowth vanity metrics.
Focuses on growth-stage SaaS and fintech businesses, favoring ARR-driven models with clear unit economics and scalable go-to-market motions. Prioritizes investments where operational playbooks—sales efficiency, customer success, pricing—can accelerate revenue expansion. Employs active, board-level engagement, staging capital to de-risk milestones and enable strategic M&A or follow-on raises. Risk discipline centers on repeatable revenue, metrics transparency, and capital-efficient scaling over hypergrowth vanity metrics.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
34.95%
Gain 0%
Monthly
0.77%
Yearly
9.62%
Drawdown
20.01%
$345.09M
Equity
Holdings
$345.09M
Investment
$216.79M
$234.81M
Profit -$28,774.17
Realized
$106.51M
Unrealized
$128.3M
Dividends
$42.78M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.003%
Profit
-$28,774.17
Win %
73%
This Week
Compared To Last Week
Gain
0.77%
Profit
$2.63M
Win %
73%
This Month
Compared to last month
Gain
2.57%
Profit
$8.63M
Win %
73%
This Year
Compared to last year
Gain
2%
Profit
$6.79M
Win %
75%
INTU Intuit Inc.
+6.36%
+$34,251.28 
ACN Accenture plc Class A
+4.63%
+$113,892.49 
VMC Vulcan Materials Company
+4.4%
+$1.14M 
BLK BlackRock, Inc.
+4.38%
+$102,391.19 
HD The Home Depot, Inc.
+4.31%
+$80,784.45 
AON Aon plc
+4.16%
+$33,090.44 
ZTS Zoetis Inc.
+4.16%
+$53,353.98 
SYK Stryker Corporation
+4.12%
+$35,991.03 
SPGI S&P Global Inc.
+3.98%
+$79,153.76 
LLY Eli Lilly and Company
+3.55%
+$115,406.04 
BR Broadridge Financial Solutions, Inc.
+3.48%
+$36,603.51 
BKNG Booking Holdings Inc.
+3.19%
+$21,038.12 
MANH Manhattan Associates Inc.
+3.15%
+$9,874.86 
AU AngloGold Ashanti plc
+3.07%
+$10,084.62 
NFLX Netflix, Inc.
+2.89%
+$7,513.32 
UBER Uber Technologies, Inc.
+2.86%
+$5,967.72 
PPG PPG Industries Inc.
+2.8%
+$21,908.88 
UNH UnitedHealth Group Incorporated
+2.79%
+$28,696.88 
NVS Novartis AG Sponsored ADR
+2.38%
+$5,099.5 
WFC Wells Fargo & Company
+2.29%
+$20,198.3 
PAYX Paychex Inc.
+2.22%
+$44,623.56 
TFC Truist Financial Corporation
+2.19%
+$4,975 
MA Mastercard Incorporated
+2.17%
+$62,391.7 
ICE Intercontinental Exchange, Inc.
+2.13%
+$48,249.3 
V Visa Inc. Class A
+2.13%
+$69,904.72 
CBSH Commerce Bancshares, Inc.
+2.1%
+$23,973.06 
ORLY O'Reilly Automotive Inc.
+2.09%
+$4,696.95 
VRTX Vertex Pharmaceuticals Incorporated
+2.06%
+$4,489.5 
TSCO Tractor Supply Company
+1.92%
+$11,765.88 
MU Micron Technology, Inc.
+1.87%
+$4,294.61 
AMGN Amgen Inc.
+1.86%
+$25,248.99 
MCD McDonald's Corporation
+1.76%
+$32,254.62 
ABT Abbott Laboratories
+1.66%
+$36,611.1 
PNFP Pinnacle Financial Partners Inc.
+1.66%
+$8,525.44 
GGG Graco Inc.
+1.61%
+$3,849.3 
WMT Walmart Inc.
+1.47%
+$20,735.46 
IWM iShares Russell 2000 ETF
+1.37%
+$90,108.16 
VTWO Vanguard Russell 2000 ETF
+1.35%
+$27,323.69 
THC Tenet Healthcare Corporation
+1.3%
+$3,477.04 
LHX L3Harris Technologies, Inc.
+1.26%
+$10,596 
IWR iShares Russell Mid-Cap ETF
+1.25%
+$240,295.95 
AAPL Apple Inc.
+1.17%
+$90,714.22 
ECL Ecolab Inc.
+1.08%
+$14,489.45 
MSFT Microsoft Corp.
+1.08%
+$57,448.25 
VO Vanguard Mid-Cap ETF
+1.01%
+$23,515.86 
AWK American Water Works Company, Inc.
+1.01%
+$18,343.13 
PRI Primerica Inc.
+1.01%
+$3,549.02 
MELI MercadoLibre, Inc.
+0.97%
+$2,323.1 
EFA iShares MSCI EAFE ETF
+0.9%
+$34,514.72 
WTS Watts Water Technologies Inc.
+0.85%
+$2,762.44 
MAR Marriott International Inc. - Class A
+0.81%
+$4,151.04 
JMUB JPMorgan Municipal Bond ETF
+0.77%
+$5,372.4 
IWD iShares Russell 1000 Value ETF
+0.76%
+$203,448.96 
NEE NextEra Energy, Inc.
+0.75%
+$17,147.76 
MDLZ Mondelez International, Inc.
+0.73%
+$15,433.43 
GD General Dynamics Corporation
+0.71%
+$8,223.9 
SSD Simpson Manufacturing Co., Inc.
+0.71%
+$2,605.24 
O Realty Income Corporation
+0.69%
+$4,819.92 
ASML ASML Holding N.V. New York Registry Shares
+0.68%
+$1,508.84 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$4,643.73 
ITW Illinois Tool Works Inc.
+0.64%
+$14,984.88 
BAC Bank of America Corporation
+0.6%
+$5,772.82 
COR Cencora, Inc.
+0.59%
+$5,454 
TSLA Tesla, Inc.
+0.59%
+$4,359.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$67,893.48 
GE General Electric Company
+0.51%
+$2,225.6 
GOOGL Alphabet Inc
+0.45%
+$11,417.01 
PHYL PGIM Active High Yield Bond ETF
+0.42%
+$9,518.18 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.38%
+$1,577.6 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.37%
+$3,238.2 
SAN Banco Santander S.A. Sponsored ADR
+0.37%
+$1,367.2 
GOOG Alphabet Inc
+0.37%
+$4,891.36 
PG Procter & Gamble Co
+0.35%
+$7,492.13 
ACWI iShares MSCI ACWI ETF
+0.3%
+$10,187.04 
AMZN Amazon.com Inc
+0.27%
+$4,751.76 
VB Vanguard Small-Cap ETF
+0.26%
+$1,294.07 
FRT Federal Realty Investment Trust
+0.25%
+$2,751.32 
KO The Coca-Cola Company
+0.24%
+$99,521.18 
VONE Vanguard Russell 1000 ETF
+0.21%
+$3,066.56 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.11%
+$220.57 
LIN Linde plc
+0.11%
+$1,603.13 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$419.65 
JPM JPMorgan Chase & Co.
+0.07%
+$1,172.25 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$1,879.47 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$57.06 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$20.86 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
PRIM Primoris Services Corporation
-5.49%
-$12,163.76 
ONTO Onto Innovation Inc.
-3.92%
-$6,423.34 
AMAT Applied Materials, Inc.
-3.72%
-$9,323.81 
CSCO Cisco Systems, Inc.
-3.33%
-$100,825.37 
LRCX Lam Research Corporation
-3.3%
-$6,007.11 
PLD Prologis Inc.
-2.7%
-$26,234.56 
CRWD CrowdStrike Holdings, Inc.
-1.89%
-$7,877.65 
CAT Caterpillar Inc.
-1.78%
-$4,642.31 
EME EMCOR Group, Inc.
-1.72%
-$7,038.15 
GEV GE Vernova Inc.
-1.63%
-$5,307.65 
ADI Analog Devices, Inc.
-1.52%
-$23,986.69 
AMD Advanced Micro Devices, Inc.
-1.5%
-$14,783.39 
XOM Exxon Mobil Corporation
-1.32%
-$4,743.89 
CVX Chevron Corporation
-1.23%
-$2,801.58 
EEM iShares MSCI Emerging Markets ETF
-0.67%
-$51,416.82 
WEC WEC Energy Group Inc.
-0.67%
-$7,359.14 
NVDA NVIDIA Corporation
-0.66%
-$32,911.2 
SNDK SanDisk Corporation
-0.61%
-$2,229.62 
AVGO Broadcom Inc.
-0.56%
-$15,429.2 
COP ConocoPhillips
-0.43%
-$1,138.87 
VGT Vanguard Information Technology ETF
-0.41%
-$1,905.36 
COST Costco Wholesale Corporation
-0.41%
-$7,952.07 
BLV Vanguard Long-Term Bond ETF
-0.3%
-$19,811.49 
IWF iShares Russell 1000 Growth ETF
-0.25%
-$78,352.81 
JNJ Johnson & Johnson
-0.25%
-$7,829.64 
PLTR Palantir Technologies Inc.
-0.23%
-$543.79 
SO The Southern Company
-0.22%
-$1,177.8 
VWO Vanguard FTSE Emerging Markets ETF
-0.19%
-$17,919.55 
RBC RBC Bearings Incorporated
-0.13%
-$701.35 
WCPB Weitz Core Plus Bond ETF
-0.12%
-$10,584.54 
META Meta Platforms Inc Class A
-0.11%
-$1,487.5 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.07%
-$1,369.93 
SHEL Shell plc
-0.03%
-$63.75 
ABBV AbbVie Inc.
-0.03%
-$73.38 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1460 | Longs Won 1107/1460 75% | Profit Factor 17.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.33M |
| Average Win $224,703.38 | Best Trade (Jun 30) $35.72M | Sharpe Ratio -223.6 |
| Average Loss -$39,487.06 | Worst Trade (Oct 14) -$3.4M | Z-Score 1.37 (82.97%) |
| Commissions $0 | Avg. Trade Length 3y 5m 4d | Expectancy $160,827.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.14% |
| Consecutive Losing Trades | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,622 | $2.16M | $7.83M | - | $5.67M | 263.11% | +1.173% |
| ABBV AbbVie Inc. | 917 | $231,221.73 | $259,877.79 | - | $28,656.06 | 12.39% | -0.028% |
| ABT Abbott Laboratories | 21,410 | $1.84M | $2.24M | - | $397,570.31 | 21.56% | +1.661% |
| ACN Accenture plc Class A | 11,435 | $2.14M | $2.57M | - | $432,109.73 | 20.19% | +4.633% |
| ACWI iShares MSCI ACWI ETF | 21,223 | $1.89M | $3.38M | - | $1.49M | 79.2% | +0.302% |
| ADI Analog Devices, Inc. | 3,913 | $494,077.89 | $1.56M | - | $1.06M | 215.07% | -1.518% |
| AMAT Applied Materials, Inc. | 561 | $398,831.15 | $241,235.62 | - | -$157,595.53 | -39.51% | -3.721% |
| AMD Advanced Micro Devices, Inc. | 1,721 | $98,713.53 | $967,597.83 | - | $868,884.3 | 880.21% | -1.505% |
| AMGN Amgen Inc. | 3,188 | $677,788.51 | $1.38M | - | $705,899.13 | 104.15% | +1.859% |
| AMZN Amazon.com Inc | 6,988 | $827,814.94 | $1.78M | - | $952,447.87 | 115.06% | +0.268% |
| AON Aon plc | 2,890 | $610,234.87 | $828,851.97 | - | $218,617.1 | 35.83% | +4.158% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 2,941 | $201,547 | $202,120.22 | - | $573.22 | 0.28% | +0.109% |
| ASML ASML Holding N.V. New York Registry Shares | 134 | $242,764 | $222,608.84 | - | -$20,155.16 | -8.3% | +0.682% |
| AU AngloGold Ashanti plc | 3,694 | $298,807.56 | $338,259.58 | - | $39,452.02 | 13.2% | +3.073% |
| AVGO Broadcom Inc. | 8,036 | $1.7M | $2.77M | - | $1.07M | 62.58% | -0.555% |
| AWK American Water Works Company, Inc. | 13,792 | $1.69M | $1.83M | - | $144,846.81 | 8.57% | +1.01% |
| BAC Bank of America Corporation | 18,622 | $559,736.99 | $962,757.4 | - | $403,020.41 | 72% | +0.603% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,853 | $261,448.89 | $261,163.62 | - | -$285.27 | -0.11% | +0.022% |
| BKNG Booking Holdings Inc. | 4,109 | $732,019.84 | $681,272.2 | - | -$50,747.64 | -6.93% | +3.186% |
| BLK BlackRock, Inc. | 2,179 | $2.23M | $2.44M | - | $209,566.2 | 9.39% | +4.376% |
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FAQ
Which stocks have generated the highest profits for Thomas Healy?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $37M, Apple Inc - $11.81M, Tesla, Inc - $7.54M, Alphabet Inc - $7.41M, and The Coca-Cola Company - $6.43M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Comcast Corp - $424,161.01, Zoetis Inc - $420,335.91, Nike, Inc. - Class B - $389,203.66, The J.M. Smucker Company - $127,582.07, and The Clorox Company - $126,065.45. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Healy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $42.78M earned over time. The largest contributors to dividend income include The Coca-Cola Company - $6.03M, iShares Russell 1000 Value ETF - $2.75M, PGIM Active High Yield Bond ETF - $2.46M, Vanguard Long-Term Bond ETF - $2.39M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.7M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Healy's monthly returns?
Thomas Healy's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Thomas Healy's strategy be considered aggressive or moderate?
Thomas Healy's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Thomas Healy's strategy?
Thomas Healy's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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